Business Development Consultant

Business Development Consultant

As a Business Development Consultant for the leading provider of investment solutions for independent financial planners, you'll join an elite group of top performers at AssetMark by successfully creating and managing business partnering relationships with new advisors to the AssetMark platform. In this high profile role, you'll determine the opportunities that will provide the largest territory growth and you will be aptly rewarded for your efforts. This is an ideal opportunity for the sales professional whose business development skills routinely turn a first impression and new presentation into a long term relationship.

Job Responsibilities:

• Promote the acquisition of new advisor relationships through the engagement of prospective AssetMark advisors within their respective territory
  • Identify individual objectives, circumstances, and needs of the advisor's business, and their client base, and work with the advisor to evaluate potential solutions.
  • Influence, persuade, and educate advisors on the key benefits of various platform offerings and assist advisors in the evaluation of platform offerings in light of specific circumstances.
• Through proactive phone sales utilizing focus lead lists (Salesforce, Discovery Database, Advisors-in-motion reports, leads garnered through marketing campaigns, etc):
  • Demonstrate expertise and knowledge to consult with advisors on product details, performance, holdings, positioning and investment allocations both conceptually and during point of sale interactions.
  • Educate, advise, and consult prospective advisors on our wealth management platform investment, practice management and client relationship offerings.
  • Use active listening skills to stay flexible to potential client needs, questions, and changing circumstances.
  • Help advisors to understand and learn how to explain platform fees and costs to their clients as well as discuss and evaluate specific objections which they may raise.
  • Keep current on all investment information as it relates to the following: the investment platform, marketing materials, operations, industry news, and current market events.
  • Generate and maintain a pipeline of qualified prospects utilizing Salesforce opportunities processes to facilitate effective handoffs to the Regional Sales Team.
• Attend and make public presentations at advisor or other meetings:
  • Be able to communicate confidently and fluently on different presentations used by the AssetMark sales team and financial advisors.
  • Promote and attend Broker/Dealer Conferences, lead acquisition and other relevant regional meetings.
  • Ability to travel at least 30% of the time within the territory or other field meetings.
• Lead and be a resource to fellow team members and to the broader sales organization
  • Participate in mentorship and training new associates as they are onboarded
  • Represent the Business Development team by presenting best practices, success stories, and strategies at sales meetings
  • Participate in panels and project teams to lend business development perspective to committees working on platform enhancements

Basic Skills:

• FINRA licenses: Series 6, 63, and 65 and/or Series 7 and 66.
• 2+ years experience as a Business Development Specialist and/or Consultant
• Consultative sales approach.
• Demonstrated ability to effectively consult with and educate advisors, and advisor's clients, regarding investment platforms that are consistent with client's individual stated objectives, circumstances, and needs.
• Demonstrated territory management skills.
• Demonstrated problem solving skills.
• Demonstrated ability to actively listen and communicate over the phone.
• Demonstrated written and verbal communication skills.
• Demonstrated time management and organizational skills.
• Demonstrated ability to partner with and lead a team.
• Demonstrated Multi-tasking skills
• A self-starter who takes initiative and can work independently.
• Experience evaluating managed money platforms.
• Prior Salesforce.com experience.
• Proficient in using Microsoft Office applications (Excel, Word, PowerPoint)

Preferred Skills:

• FINRA licenses: Series 7 and 66
• BA or BS (4 year degree)
• 4+ years of experience in the financial services industry.
• Experience in Face-to-Face Sales.
• Extensive public speaking experience.

Who We Are & What We Offer:

We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they're heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.

Our Mission

Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients' lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.

Our Values

Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.

We believe in:

• Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities.
• Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships.
• Unyielding Integrity, doing what's right, always. Even when it's hard.
• Collective Respect, in being authentic, inclusive and valuing all voices while winning together.
• Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.

These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family.

Our Culture & Benefits

Our culture brings our mission and values to life. Here, we do what's right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your familybecause thriving at work starts with thriving in life.

• Flex Time or Paid Time Off and Sick Time Off
• 401K 6% Employer Match
• Medical, Dental, Vision HDHP or PPO
• HSA Employer contribution (HDHP only)
• Volunteer Time Off
• Career Development / Recognition
• Fitness Reimbursement
• Hybrid Work Schedule

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.